Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cypress Point Wealth Management, LLC
- $190 Million
- Q2 2024
A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 991,735 shares of DFAC stock, worth $33.6 Million. This represents 16.82% of its overall portfolio holdings.
Number of Shares
991,735
Previous 962,143
3.08%
Holding current value
$33.6 Million
Previous $30.7 Million
4.01%
% of portfolio
16.82%
Previous 17.29%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.81 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$599 Million0.29% of portfolio